Sharon Marti

EA To The CEO

Dino Luciano

Chief Operating Officer

Aaron McLoughlin

Director, Financial Planning

Ben Swarbrick

Business Director

Jodie McMonagle

Head Of Project Management

Sean Jones

Financial Planning Director

Martin Hinman

Senior Paraplanner

George Martineau

Financial Planner

Camilla Cecil

Portfolio Manager

Emily Palmer

Investment Support Manager

Ben Staniforth

Assistant Portfolio Manager

James Beck

Partner - Head Of Investments

Patrick Trueman

Portfolio Manager

Charlie Underwood

Partner

Remy Carpenter

Deputy COO

Denise Wilkes

Head Of HR

Ellen Alexander

Head Of Client Services - Professional Advisers

Mary Lunn

Client Service Manager

James Horniman

Partner

Alex Montgomery

Partner And Head Of The Edinburgh Office

Joe Archer

Portfolio Manager

Julian Bell

Finance Manager & Management Accountant

Tim Bennett

General Counsel

Faye Richards

Compliance And Risk Manager

Penny Kunzig

Money Laundering Reporting Officer

Zak Thompson

Middle Office Associate

Gytis Keraitis

Deputy Head Of Compliance

Joe Mernagh

IS Strategy Consultant

Ellie Smart

Marketing Events Manager

Paul Cadman

Business Development Manager

Flora Beckett

Business Development

Christopher MacKlin

Partner - Head Of Business Development